Ao Wealth Advisory

Overview

Ao Wealth Advisory is an SEC registered investment adviser based in Urbandale, IA, registered since 2017. It reports $213M in assets under management across 1,124 accounts, with 7 employees. It has 4 investment adviser representatives.

Reported AUM

$213M

Discretionary

94%

Accounts

1,124

Average account

$19K

Employees

7

Advisory reps

4

Registered since

2017

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Adam Bain Obrecht Managing Member, Chief Compliance Officer CRD 3231002
• Eric Randall Williams Part Owner CRD 6448810

Advisory reps 3 of 4

• Daycen Steele Douglass Investment Adviser Rep CRD 7384875
• Jose Luis Leon III Investment Adviser Rep CRD 7736026
• Adam B Obrecht Insurance Agent · Investment Adviser Rep CRD 3231002

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

2570 106th St Ste A
Urbandale, IA 50322

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: aowealthadvisory.com

Every state, with registration dates

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